Archive for September 2009

Messier Dowty - R12 Upgrade Experience

Upgrading to R12 (rather than re-implementing) seemed rare, so it’s great to hear of Messier Dowty’s experience. This was particularly interesting as they upgraded from 11.5.9. Here are the notes I took.

Background to Messier Dowty and the upgrade

  • If you’ve ever flown then you’re life has depended upon them (they make landing gear).
  • EBS is a core application, has 150 customisations and needs to be available 24/7 (thus have RAC).
  • They chose Oracle Consulting to perform the upgrade.
  • They were on 11.5.9 (which left premier support in June 08).

The upgrade experience:

  • Preformed after four trials (they hoped for only three).
  • End to end testing was made difficult because of the way R12 handled prior processes. Some transactions also got “stuck” in interfaces.
  • Testing was made difficult because when the DBA started all concurrent processes (as he was supposed to do) it changed the status of all transactions.
  • Go-live happened over a three day weekend. Users were kicked off at 4pm on Thursday then were able to get back on Monday morning.
  • Achieved 98% availability.
  • Changes in the GL tables mean that sub ledger detail reporting doesn’t work properly (suggestion from the floor to use BIP data templates see http://blog.belife.co.uk/2009/08/03/data-templates/).

Particular issues to consider if going from 11.5.9 to R12

  • Various modules don’t upgrade very well. This includes Sub Ledger Accounting, EBus Tax and payments.
  • Sub Ledger Accounting descriptions didn’t work.
  • E Bus tax doesn’t work in the same way as an implementation when you do an upgrade. They needed one full time person just to look after this area. Tax groups were a particular issue.
  • Intercompany invoices didn’t work because of a security issue (relating to a change from 11.5.9 to 11.5.10) and they had to do a customisation

Lessons learned:

  • Use of Oracle Consulting allowed direct access to the support and development teams, who made special changes for Messier Dowty for Supply chain issues which could have otherwise prevented go-live.
  • Beware of API’s – they might look like they are working but deeper investigation is required
    (Leicestershire Council had a similar experience - see lessons learned at http://blog.belife.co.uk/2009/07/16/upgrading-to-oracle-financials-r12-at-leicestershire-county-council/)
  • Plan your testing with respect to prior processes and transaction status. Test as much as you can. Even very obvious things can get missed.
  • MOAC* isn’t optional. You’ll need to configure it.
  • If you’re going from 11.5.9 to R12 beware of a number of changes from 11.5.9 to 11.5.10 which won’t be well publicised/well known for the R12 upgrade path. These could get overlooked and trip you up
  • An upgrade is perceived as much cheaper than a re-implementation.
  • Many users will comment “It’s blue”!

Get the slides here http://www.ukoug.org/calendar/show_presentation.jsp?id=10096

Note * MOAC:

IF you don’t know what MOAC is then (I quote) “Multi-Org or multiple organization access (MOAC) is basically the ability to access multiple operating units from a single application responsibility. In Release 11i, when one had to enter or process data for multiple operating units, one had to login to different responsibilities because each responsibility could only access one operating unit…In Release 12 … [you can] create a Security Profile and assign as many operating units as you required.” see http://oracler12.blogspot.com/2007/01/moac-whats-buzz-all-about.html.

Get your own trial versions of R12

I think the best way to get to grips with R12 is have a play with it (apart from implementing it that is). There’s a few providers who run a instance and let you log in remotely, however, there’ a limit to what you can do and the instances get refreshed frequently, so it’s better to get your own instance.

Check out Richard Byrom’s blog for details including how to get your own small footprint instance for under £1k.
http://www.oracleappsblog.com/index.php/weblog/oracle-applications-ebs-on-a-laptop-desktop-or-server-for-11i-or-r12/ (Richard Bryrom is a great friend of mine, run’s the UK’s top blog and is an associate of BeLife - see http://www.oracleappsblog.com/index.php).

One of the products mentioned is from AppsDBA. I’ve used some of their products and can recommend them.
http://www.appsdba.co.uk/products_r12.html

The one I’ve found best for me is 11i and R12 on a laptop.
You can also get a VM (virtual machine) version of R12, but I found this slow on a laptop. (It comes supplied with a external HDD, but USB was too slow for me. You can load it onto your internal HDD, but then there seems to be a conflict of having your main apps and VM running on the same disk. It is fine though running on a dual core 3.5 GHz with 8Gb RAM (64 bit) and two internal HDDs)

BIP Patches for 11i

I often get asked about patches for BIP. The great news is BIP in EBS is now very ‘mature’ and thus most of the patches are now included in the latest 11i patch sets. Further details are in the table below.

Key patches previously required for the latest functionality of BI Publisher are now included in the latest patch sets for 11.5.10.2. These include patches for the latest release of BIP (5.6.3), bursting and defaulting output to Excel. The good news is that pretty well everything is covered by the latest tech stack patch (Applications Technology 11i.ATG_PF.H.delta.7).

Number Purpose 11i Included in: Description
5472959 Latest version of BIP/XMLP 5.6.3 Applications Technology 11i.ATG_PF.H.delta.5 to delta.7 XDO/ORACLE XML PUBLISHER OA ROLLUP PATCH 5.6.3
5612820 Default output to Excel Applications Technology 11i.ATG_PF.H.delta.7 DEFAULT OUTPUT FORMAT ATTRIBUTE AT TEMPLATE LEVEL IS REQUIRED
7627832 Default output to Excel One off patch required 1OFF:7017250:ATG RUP6:11.5.10.2:5612820 : BI PUBLISHER LAYOUT DEFAULTS TO ‘RTF’
5968876 Bursting Applications Technology 11i.ATG_PF.H.delta.6 to delta.7 EBS-BURSTING INTEGRATION PATCH.

If you do a search on BIP patches for R12 you’ll see that most of the latest fixes are also included in Family Pack (Applications Technology R12.ATG_PF.A.delta.6). In the early versions of R12 you actually had to patch to get to 5.6.3, but I can’t find any mention of this now and assume it is included in the latest version (you’d think it would be wouldn’t you).

My current understanding is that BIP is compatible with 11i versions back to 11.5.8 (but it’s not clear). The big issue for me would be the pre-requisite patches required for 5472959 and the consequent regression testing.